Summary Export Report

Updated at April 4th, 2025

Summary

The summary export provides a consolidated report on a particular Loyalty Program based on a selected date range.
The Loyalty Program export report provides a detailed summary of program activity, including customer behavior, rewards redemption, and program performance. The report typically includes the below sections:
Points Summary
Rewards Summary
Member Summary
Overall, the Summary Export Report provides a comprehensive view of the Loyalty Program's performance in terms of points, rewards, and member engagement. It enables program managers to analyze the data and make informed decisions to optimize the program for maximum ROI and customer engagement.
This report helps the clients analyze customer behavior based on which they can run a campaign or modify the way of awarding points and rewards to encourage customers.

Reports Option

Navigation: Reports >Dashboard > Export > Summary Export

Once you click on the summary export link, a Summary Export pop-up page is displayed as shown in the below image.
Note: You have the option to generate the report on a weekly, monthly, quarterly, or yearly basis.
Based on the selection, you must provide the date range and destination email id to send the report.

Note: In the image below, you can see a sample copy of the report file that is sent to the mail id provided in the summary export pop-up page.

To download the report in Excel format, you must click on the Download Excel button as shown
in the below image.
Under the Summary Export Report, we have 3 types of summaries, as shown in the below image:

Note: None of the above Summary reports, show user data that was deleted.

Points Summary

The Points Summary section of the report provides an overview of the total number of points earned per action and the total number of counts per action performed by customers during a specified period. It usually contains information like the number of points awarded, the number of points redeemed, the total number of points expired, and the most popular ways customers are earning points (Social Actions).

Hence, the Points Summary allows you to fetch all the data related to points awarded and the action count for each of the actions, as shown in the image below:

As shown in the table below, the Points Summary consists of two sections: points awarded and actions count.

Points Awarded	Parameters	Description
	Manual Credit	Displays the total manual points credited to a user’s account. Action ID 100 represents the manual credit points.
	Manual Debit	Displays the total manual points debited from a user’s account. Action ID 100 represents the manual debit points.
	Create an Account	Displays the points, as soon as a user joins the Loyalty Program. Action ID 101 represents the create an account activity points.
	Points Expired	Displays the sum of points that have not been utilized until the expiration date. Action ID 106 represents the points expired activity points.
	Redeem	Displays the total debited points, used for the action ID 107 (redemption).
	Opt Out Deduction	Displays the sum of total debited points against action ID 108 (opt-out deduction). All the available point balances for such opted-out members are debited using the opt-out deduction activity.
	Purchase	Displays the total credited points awarded on the purchase activity by the users. Action ID 109 represents the purchase activity points.
	Return	Displays the total debited points after returning any purchased product or order. Action ID 148 represents the return activity points.
	Redemption Credit	Displays the total credited points which are given back to the user after returning or canceling the order. The redeemed points must be refunded back to the user via Action ID 154 if a user redeems points for any order but subsequently returns the same. Action ID 154 represents the redemption credit activity points.
	Signup Newsletter	Displays the total credited points for the newsletter subscription action by the members. Action ID 102 represents the signup newsletter points.
	Action Series Bonus	It occurs when all the milestones of the action series are successfully achieved. Action ID 1002 represents the action series bonus points.
	Campaign Benefit	Displays the points awarded when all the milestones of the campaign are successfully achieved. Action ID 1008 represents the campaign benefit points.
	Tier Bonus	Displays the points awarded after a member earned any tier having tier bonus set. Action ID 1001 represents the tier bonus activity points.
	Total Points Awarded	Displays the total of credit points including the manual credit action points. Total Points Awarded = Sum(Credit Points) + Manual Credit (Action ID 100)
	Total Points Redeemed	It is defined as SUM (debit - credit) of the points. Sum of debit action ID 107 (Redemption) - Sum of credit action 154 (Redemption Credit) for the given date range. It is also called the net redemption.
	Total Expired Points	Displays the total number of points that have not been utilized until the expiration date. Such points will no longer be available to users for any purchase or redemption activities. Action ID 106 represents the total expired points for the given date range.
Action Count	Manual Credit	Displays the number of times points have been credited manually.
	Manual Debit	Displays the number of times points have been debited manually.
	Create an Account	Displays the count of total accounts created for the users.
	Points Expired	Displays the number of times points have expired.
	Redeem	Displays the number of times points have been redeemed.
	Opt Out Deduction	Displays the count of total Opt Out deduction activities.
	Purchase	Displays the number of times points have been awarded for the purchase activity.
	Return	Displays the number of times points have been awarded for returning a product or order.
	Redemption Credit	Displays the count of total redemption credit activity after returning the purchased item or order.
	Newsletter Signup	Displays the count of total newsletter signup activity.
	Action Series Bonus	Displays the total count of action series bonus against action ID 1002.
	Campaign Benefit	Displays the number of times points have been awarded for a campaign benefit.
	Tier Bonus	Displays the total count of the tier bonus activity achieved by the users.
	Total Actions Completed	Displays the number of times total actions or activities have been completed for the specific date range.

The data relating to the Action count can also be seen in the Dashboard report under the Top Actions as shown in the below image.

The above data can be generated in the All Interaction report by using the same date range as provided in the Dashboard report, while generating the report.

Points Summary Data issues and their solutions

Past Issues	Current Solutions
Points Summary shows the result of all user data that was deleted but the interaction report does not show any deleted users data.	Updated all the SQL queries for the Summary Export Report (Points, Reward, Member) so that it syncs with the interaction report. Now the data of the deleted users is not displayed.
If the debit or credit points against any action ID is zero, then, the count for such action ID always shows zero in the Points Summary. Example, If an Action ID, let’s consider purchase (Action ID 109) has 50 records in the interaction report, but the points (debit or credit) against the action is zero then in the Points Summary, the count for the action purchase (109) shows zero in place of 50.	Updated the SQL query logic for the Points Summary, where debit or credit actions are counted even if the points against such action is zero.
In the Points Summary, we get the redeemed points & count using action ID 107. However, on the dashboard we are using 107 and 154. So it should be sync at the both the side. NOTE: On the dashboard card, there is an issue in the SQL query for the redeemed points, as it’s not taking action ID 154 in the calculation.	Updated the logic by adding action ID 154 with action ID 107 in the summary report for the total points redeemed calculation that it is synced with the dashboard card.
In the summary report, the total points awarded calculation includes all the credit points except action ID 100 (Manual Credit) (as per the request from CSM, while the dashboard shows all the credit points, including action ID 100 (Manual Credit).	In the summary report, added action ID 100 (Manual Credit) in the total points awarded calculation so that it would be synced with the dashboard card logic.

Rewards Summary

The Rewards Summary section of the report provides an overview of the rewards issued and redeemed during the specified period. It typically includes information such as the total rewards claimed and total rewards used with every individual reward ID count for the selected date range as shown in the below image.

In the Rewards Summary, you have the below fields:

Parameters	Description
Reward Names	Displays the total reward names configured in the loyalty program, like 10, 20, 30, and 50, as shown in the above reward summary export.
Total Rewards Claimed	Displays total count of the rewards claimed (but not used) within a specific date range.
Total Rewards Used	Displays total count of the rewards used against any purchases within a specific date range.

Reward Summary Data issues and their solutions

Issues	Solutions
Currently, you can see all the data in the Rewards Summary, including the Opt-Out users data	Updated the SQL query so that opt-out user data is displayed only for two programs, i.e., implicit and explicit with retro program type.

Member Summary

The Member Summary section of the report provides an overview of the Loyalty Program members, including their behaviors and engagement with the program. It typically includes information such as the total number of members, non-members, opt-out members, the number of active members, and the count of returned and canceled orders per member, as shown in the below image.

The parameters in the Member Summary are as below:

Parameters	Description
New Members	Displays the total count of the unique users who opt into the specific loyalty program. Where opt-in status = "Yes". For the implicit loyalty program, all are considered members.
New Nonmembers	Displays the total count of the unique users who opt out and the users who do not opt in to the specific loyalty program. Where opt-in status = "NO". For the implicit loyalty program, all are considered members.
Members that Earned Points	Displays the number of unique members who have earned points.
NonMembers that Earned Points	Displays the number of unique non-members who have earned points.
Members that Earned Reward	Displays the number of unique members who have earned rewards.
Members that Used Reward	Displays the number of members who have used the rewards.
Active Members	Displays the count of the members having at least one non-points expiration-related activity during the selected date range.
Non Active Members	Displays the count of the members who have not performed any activity during the selected date range.
Used Points	Displays the total number of points used by the user against action ID 107 (Redemption).
Members that received Manual Points	Displays the unique members who have received manual points.
Members with Full Return	Displays the count when the members completely return the order once all products are shipped to the member.
Members with Partial Return	Displays the count, when members have not fully returned their order after all products are shipped.
Members with Full Cancel	Displays the count when members cancel the entire order before it ships to them.
Members with Partial Cancel	Displays the count when members cancel some products from the overall order before it ships to them.

Member Summary Data issues and their solutions

Issues	Solutions
Member Summary shows the result of all user data that was deleted but the interaction report does not show any deleted users data.	Updated all the SQL queries for the Summary Export Report (Points, Reward, Member) so that it syncs with the interaction report. Now the data of the deleted users is not displayed.